Macroview Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Macroview Investment Management’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,685	Closed	-$85K	–	646
2024 Q1	$85K	Hold	1,685	–	–	0.09%	115
2023 Q4	$84.6K	Buy	1,685 +1,000	+146%	+$50.2K	0.1%	115
2023 Q3	$34.4K	Sell	685 -547	-44%	-$27.4K	0.05%	129
2023 Q2	$61.8K	Hold	1,232	–	–	0.09%	83
2023 Q1	$62K	Buy	1,232 +547	+80%	+$27.5K	0.1%	82
2022 Q4	$34.3K	Hold	685	–	–	0.06%	96
2022 Q3	$34K	Buy	+685	New	+$34.3K	0.06%	94

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Macroview Investment Management's JPST Position: Q2 2024 in Review

Macroview Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 1,685 shares — an estimated $85K sold.

Macroview Investment Management first reported a position in JPST in Q3 2022 and held it in 7 quarters. The position peaked at $85K in Q1 2024. 989 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Macroview Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
Macroview Investment Management sold 1,685 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $85K.
Macroview Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and held it in 7 quarters.
Macroview Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $85K in Q1 2024.
989 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.